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Form of work
SalaryMB Associates is a multiple award-winning mortgage broker based in Cheam, Surrey (located five minutes' walk from Cheam station which is 35 minutes from London Victoria).
We're a fast-expanding, dynamic and friendly organisation, and we're looking for new talent to help us grow our business. You will play a vital role in supporting one of our leading mortgage advisers by efficiently managing the administrative tasks involved in the mortgage application process and ensuring a smooth process for our clients. You will be responsible for coordinating appointments, gathering client information, and liaising with various parties to facilitate successful mortgage applications.
Responsibilities include:
• Coordinate appointments and manage the mortgage adviser’s calendar
• Assist a mortgage adviser by liaising with clients to obtain basic fact-find information ahead of meetings, and gather, and label, necessary documentation
• Input client information into our Customer Relationship Management systems, and ensure all records are kept up-to-date
• Research client needs, checking mortgage lending criteria and affordability rules
• Submit applications to mortgage lenders and insurance providers and provide supporting documents or information
• Liaise with solicitors, estate agents, surveyors, and other relevant parties to facilitate the mortgage application process
• Provide excellent customer service by responding promptly and professionally to client enquiries and keeping them informed about the progress of their applications
• Answer incoming telephone calls
Full training will be given, so this would suit an ambitious, motivated individual who wants to carve out a new career in financial services.
